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The Audit tool offers the ability to search for specific user activity and events that have occurred in Santander Connect. This includes making payments, logging on and certain administration tasks. This provides your company with visibility and control of certain actions and events performed by your users.
Please note: This facility is only available to Administrator users.
Step 1: Navigate to the Audit tab. Please note: you will only be able to see the audit tab if you have the correct user administration permissions.
Step 2: Search for an audit event. You can search for an audit event in a number of ways;
- Search by Date. Please note: A range of 6 months is the maximum duration which can be searched.
- Search by User ID. Use the magnifying glass to select a user ID or type in the user ID to see audit events for the chosen user.
- Search by Event Category and/or Event Type. These options allow you to narrow your search by selecting the type of event you are looking for.
- Search by Payment Reference. Please note: Searching by payment reference can only be used when searching for payment events.
Step 3: View event details. To see further details of events select the Event Description.
A range of audit events are available to allow you to track any online activity. Descriptions of each event category and type are below;
|Event Category||Event Description||Description|
|Manage Accounts||Shows any changes to your online accounts, including changes to confidential accounts or changes to any account alias|
|Mange Roles||Shows any changes to your online user roles, including the creation of new roles, amendments to existing roles and the deletion of user roles|
|Administration||Mange Users||Shows any changes to your online users, including the creation of new users, amendments to existing users (including user payment limits and user details) and the deletion of users|
|Manage Payment Limits||Shows any changes to your online payment limits|
|Manage Payment Preferences||
Shows any changes to your online payment preferences
|Create Payments||Shows any payments which have been created|
|Edit Payments||Shows any payments which have been edited|
|Authorise Payments||Shows any payments which have been authorised (first and second authorisations)|
Shows any payments which have been cancelled
Shows any payments where authorisation has been cleared
|Create Payment from a template||
Shows any payments which have been created from a template
Shows any payments which have been imported
|User Log on||User Log on||Shows any user log ons|
The date, time, user name and user ID is shown for all audit events.
Where a user has made a change the event description will show the settings both pre and post change.
The previous 6 months historic audit data will be available for you to view in Santander Connect. We encourage customers to export and save audit records regularly for record keeping.
Only users with administration permissions can see the Audit tool. Please speak to your administration user if you require access.
Yes. Audit results can be exported in CSV or PDF formats for use outside of Santander Connect.